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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $7.9B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2736 New
Page 75 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,772.0 $41K 0.00% NEW $23.34 +34.0%
1482 GLOBAL INDEMNITY GROUP LLC 1,454.0 $41K 0.00% NEW $28.38
1483 DY DYCOM INDS INC Industrials 122.0 $41K 0.00% NEW $337.90 +22.6%
1484 ROCK GIBRALTAR INDS INC Industrials 833.0 $41K 0.00% NEW $49.44 -28.9%
1485 WBS WEBSTER FINL CORP Financial Services 652.0 $41K 0.00% NEW $62.94 +16.1%
1486 CNM CORE & MAIN INC Industrials 789.0 $41K 0.00% NEW $51.97 -9.3%
1487 BGSF BGSF INC Industrials 8,854.0 $41K 0.00% NEW $4.63 +15.1%
1488 IYE ISHARES TR 857.0 $41K 0.00% NEW $47.54 +31.8%
1489 SABA SABA CAPITAL INCOME & OPPORT Financial Services 4,917.0 $41K 0.00% NEW $8.25 +2.2%
1490 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 236.0 $40K 0.00% NEW $171.28 +122.1%
1491 DHIL DIAMOND HILL INVT GROUP INC Financial Services 238.0 $40K 0.00% NEW $169.50 +3.2%
1492 SWKS SKYWORKS SOLUTIONS INC Technology 636.0 $40K 0.00% NEW $63.41 +17.3%
1493 KFY KORN FERRY Industrials 609.0 $40K 0.00% NEW $66.02 +0.9%
1494 NRIM NORTHRIM BANCORP INC Financial Services 1,509.0 $40K 0.00% NEW $26.61 -8.0%
1495 BLV VANGUARD BD INDEX FDS 578.0 $40K 0.00% NEW $69.46 -2.7%
1496 MGK VANGUARD WORLD FD 97.0 $40K 0.00% NEW $412.77 -78.5%
1497 RNP COHEN & STEERS REIT & PFD & Financial Services 2,000.0 $40K 0.00% NEW $19.86 +4.4%
1498 IHI ISHARES TR 633.0 $39K NEW $62.15 -18.7%
1499 MEC MAYVILLE ENGR CO INC Industrials 2,094.0 $39K NEW $18.72 +23.6%
1500 VTOL BRISTOW GROUP INC Energy 1,070.0 $39K NEW $36.62 +17.8%
Page 75 of 137  ·  2,736 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 19.5%
Industrials 12.1%
Healthcare 8.7%
Consumer Cyclical 8.7%
Communication Services 8.6%
Consumer Defensive 6.9%
Energy 2.6%
Utilities 1.9%
Basic Materials 1.2%